HomeMy WebLinkAbout01-09-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
ROGER B IRWIN
60 W POMFRET ST
CARLISLE
^'- -' r T).~~"~ AfO~ICE OF INHERITANCE TAX
A~?dRA"~SEMENT, ALLOWANCE OR DISALLOWANCE
_,, '„O~,DEDUCTIONS AND ASSESSMENT OF TAX
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PA 17013
REV-1547 EX AFP (12-OS)
DATE 01-05-2009
ESTATE OF MONISMITH LYDA J
DATE OF DEATH 06-12-2008
FILE NUMBER 21 08-0741
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-06-2009
(See reverse side under Objections)
Amount Remitted r
MAKE CHECK PAYABLE AND REMIT PAYMENT TD:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -• RETAIN LOWER PORTION FOR YOUR RECORDS E-
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REV-1547 EX AFP C12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MONISMITH LYDA J FILE N0. 21 08-0741 ACN 101 DATE 01-05-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 135,000.00
2. Stocks and Bonds (Schedule B) (2) 1 , 273.92
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00
4. Mortgages/Notes Receivable (Schedule D) (4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 60,46 3.51
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 12,974.35
8. Total Assets (8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
209,711.78
APPROVED DEDUCTIONS AND EXEMPTIONS: 21,043.29
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 36 6.13
11.
Total Deductions
(11) 21.409.42
-
12. Net Value of Tax Return (12) 188,302.36
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 188,302.36
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
'00
15. Amount of Line 14 at Spousal rate (15) X
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 188,302.36 X
17. Amount of Line 14 at Sibling rate (17) •00 X
18 Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X
.
19. Principal
TTT[. Tax Due
00 _ .00
045_ 8,473.61
12 _ .00
15 _ .00
(19)= 8,473.61
~~`PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
09-12-2008 CD010265 423.68 8,049.93
TOTAL TAX CREDIT 8,473.61
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE,~,~,
orriiun cGC REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) "~